Nvidia, GM announce deal for AI, factories and next-gen vehicles

Core Insights - Nvidia and General Motors (GM) have entered a strategic collaboration to integrate Nvidia's AI products and services into GM's next-generation vehicles and manufacturing processes [1][2][3] Group 1: Collaboration Details - The partnership includes the development of custom AI systems utilizing Nvidia's compute platforms, specifically "Omniverse with Cosmos," aimed at optimizing GM's factory planning and robotics [2] - GM will implement "Nvidia Drive AGX" for in-vehicle hardware to enhance advanced driver-assistance systems and safety features [2][3] - Nvidia has been diversifying its automotive business, which has included significant investments in data centers and GPUs [2] Group 2: Technological Integration - GM has previously utilized Nvidia GPUs for training AI models across various business areas, including simulation and validation, expanding now to in-vehicle hardware and automotive plant design [3][4] - The Omniverse platform is designed to create a digital twin of physical environments, facilitating virtual vehicle development and collaboration among employees [5][8] Group 3: Market Context - Both companies face increased competition from China and regulatory uncertainties, with GM's stock down approximately 8% in 2025 and Nvidia's down about 12% this year [6] - Nvidia's Omniverse has been adopted by over 20 other automakers, including major brands like BMW and Mercedes Benz, indicating a growing trend in the industry towards digitalization [10]